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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,118 | $56,197-51.7% | $67,652-59.9% | $59,633-54.5% |
| Participation rate | 52.4% | 71.5%-19.1pp | 75.7%-23.3pp | 68.7%-16.3pp |
| Annual return | -2.90% | 18508.10%-18511.0pp | 6625.40%-6628.3pp | 2041.45%-2044.4pp |
| Employer contribution / active EE | $790 | $1,615-51.1% | $2,266-65.1% | $2,203-64.1% |
| Participant deferral / active EE | $2,490 | $2,844-12.4% | $3,560-30.0% | $3,192-22.0% |
| Admin fee / account holder | $9,319 | $3,958+135.5% | $4,821+93.3% | $4,297+116.9% |